MARKOWSKI INVESTMENTS
MARKOWSKI BROTHERS HOLDING CORPORATION Legal Name
Adviser information for MARKOWSKI INVESTMENTS last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 8 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,534 | $325.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1,534 | $325.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,007 | $201.4M |
| HNW Individuals | 51 | $111.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 35 | $11.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 12 | $1.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-67238 |
|---|---|
| SEC ERA File Number | 801-67238 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 141883 |
| Legal Entity Identifier | None |
Principal Office
2422 W. SUNSET DRTAMPA
FL
United States
Monday - Friday, 9AM -5PM
Tel: 813 831 5168, Fax: None
Websites
Chief Compliance Officer
MATTHEW MARKOWSKI
2422 W SUNSET DR
TAMPA
FL
United States
Tel:
8138315168
M***@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARKOWSKI, MATTHEW | Individual | – | DIRECTOR AND CCO | 01/2003 | 25-50% |
| MARKOWSKI, MICHAEL, JOHN | Individual | – | DIRECTOR | 01/2003 | 25-50% |
| MARKOWSKI, CHRISTOPHER | Individual | – | DIRECTOR | 01/2003 | 25-50% |